PA
PSI Advisors’s Dominion Energy D Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-162
| Closed | -$9.08K | – | 225 |
|
2025
Q1 | $9.08K | Hold |
162
| – | – | ﹤0.01% | 460 |
|
2024
Q4 | $8.73K | Hold |
162
| – | – | ﹤0.01% | 551 |
|
2024
Q3 | $9.36K | Hold |
162
| – | – | ﹤0.01% | 549 |
|
2024
Q2 | $7.94K | Buy |
162
+102
| +170% | +$5K | ﹤0.01% | 553 |
|
2024
Q1 | $2.95K | Sell |
60
-13
| -18% | -$639 | ﹤0.01% | 646 |
|
2023
Q4 | $3.43K | Hold |
73
| – | – | ﹤0.01% | 672 |
|
2023
Q3 | $3.26K | Sell |
73
-273
| -79% | -$12.2K | ﹤0.01% | 644 |
|
2023
Q2 | $17.9K | Buy |
346
+13
| +4% | +$673 | 0.01% | 410 |
|
2023
Q1 | $18.6K | Sell |
333
-275
| -45% | -$15.4K | 0.01% | 347 |
|
2022
Q4 | $37.3K | Sell |
608
-220
| -27% | -$13.5K | 0.02% | 253 |
|
2022
Q3 | $57K | Hold |
828
| – | – | 0.03% | 210 |
|
2022
Q2 | $66K | Sell |
828
-25
| -3% | -$1.99K | 0.03% | 214 |
|
2022
Q1 | $72K | Hold |
853
| – | – | 0.03% | 227 |
|
2021
Q4 | $67K | Hold |
853
| – | – | 0.03% | 248 |
|
2021
Q3 | $62K | Buy |
+853
| New | +$62K | 0.03% | 257 |
|
2020
Q2 | – | Sell |
-2,853
| Closed | -$205K | – | 115 |
|
2020
Q1 | $205K | Sell |
2,853
-1,575
| -36% | -$113K | 0.19% | 100 |
|
2019
Q4 | $366K | Buy |
+4,428
| New | +$366K | 0.24% | 87 |
|